Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE TITLE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O NSSA 6380 WILSHIRE BLVD NO 1225
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90048
A Employer identification number

95-3155651
B Telephone number (see instructions)

(310) 273-4550
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,390,808J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 284,720 284,720  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,447
b Gross sales price for all assets on line 6a 3,369,373
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 287,827 287,827  
12 Total. Add lines 1 through 11........ 559,100 572,547  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,000 12,500   37,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,350 12,263   4,087
c Other professional fees (attach schedule).... Click to see attachment 19,086 14,315   4,771
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,559 3,238   1,079
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,995 42,316   47,437
25 Contributions, gifts, grants paid....... 440,510 440,510
26 Total expenses and disbursements. Add lines 24 and 25 542,505 42,316   487,947
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,595
b Net investment income (if negative, enter -0-) 530,231
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 366,448 236,908 236,908
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 48,483 Click to see attachment43,035 47,316
b Investments—corporate stock (attach schedule)....... 6,690,982 Click to see attachment7,385,444 6,387,524
c Investments—corporate bonds (attach schedule)....... 1,911,445 Click to see attachment1,329,683 1,162,815
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 526,614 Click to see attachment565,933 553,849
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,832 Click to see attachment2,396 Click to see attachment2,396
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,546,804 9,563,399 8,390,808
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,657,370 6,657,370
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,889,434 2,906,029
30 Total net assets or fund balances (see instructions)..... 9,546,804 9,563,399
31 Total liabilities and net assets/fund balances (see instructions). 9,546,804 9,563,399
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,546,804
2
Enter amount from Part I, line 27a .....................
2
16,595
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,563,399
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,563,399
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1 SHS CALL ACTIVISION BLIZZARD P 2018-08-07 2018-08-08
b 1 SHS CALL ALIBABA GROUP HLDG P 2018-10-10 2018-10-11
c 2 SHS CALL ALIBABA GROUP HLDG P 2018-12-18 2018-12-19
d 1 SHS CALL AMERICAN TOWER CORP P 2018-01-02 2018-01-03
e 1 SHS CALL AMERICAN TOWER CORP P 2018-01-10 2018-01-11
1 SHS CALL AMERICAN TOWER CORP P 2018-04-16 2018-04-17
1 SHS CALL AMERICAN TOWER CORP P 2018-04-26 2018-04-27
1 SHS CALL AMERICAN TOWER CORP P 2018-09-24 2018-09-25
4 SHS CALL AT&T INC P 2018-01-03 2018-01-04
3 SHS CALL AT&T INC P 2018-02-16 2018-02-19
3 SHS CALL AT&T INC P 2018-02-23 2018-02-26
9 SHS CALL AT&T INC P 2018-04-03 2018-04-04
16 SHS CALL AT&T INC P 2018-08-10 2018-08-13
1 SHS CALL AT&T INC P 2018-11-15 2018-11-16
2 SHS CALL BRISTOL MYERS SQUIB P 2018-01-03 2018-01-04
4 SHS CALL BRISTOL MYERS SQUIB P 2018-04-16 2018-04-17
5 SHS CALL CEMEX S.A.B. DE C.V P 2018-05-08 2018-05-09
1 SHS CALL CITIGROUP INC P 2018-01-08 2018-01-09
2 SHS CALL CITIGROUP INC P 2018-03-23 2018-03-26
2 SHS CALL DELTA AIR LINES INC P 2018-02-09 2018-02-12
2 SHS CALL DELTA AIR LINES INC P 2018-04-26 2018-04-27
1 SHS CALL ENERGY SELECT SECTO P 2018-08-15 2018-08-16
2 SHS CALL EOG RESOURCES INC P 2018-02-05 2018-02-06
3 SHS CALL EOG RESOURCES INC P 2018-02-09 2018-02-12
3 SHS CALL EOG RESOURCES INC P 2018-03-16 2018-03-19
3 SHS CALL EOG RESOURCES INC P 2018-07-17 2018-07-18
2 SHS CALL EOG RESOURCES INC P 2018-07-17 2018-07-18
2 SHS CALL EOG RESOURCES INC P 2018-08-15 2018-08-16
3 SHS CALL EOG RESOURCES INC P 2018-08-23 2018-08-24
1 SHS CALL FACEBOOK INC CL A P 2018-02-09 2018-02-12
1 SHS CALL FACEBOOK INC CL A P 2018-03-22 2018-03-23
1 SHS CALL FACEBOOK INC CL A P 2018-07-13 2018-07-16
1 SHS CALL FACEBOOK INC CL A P 2018-08-03 2018-08-06
1 SHS CALL FACEBOOK INC CL A P 2018-08-15 2018-08-16
1 SHS CALL FACEBOOK INC CL A P 2018-08-17 2018-08-20
2 SHS CALL FITBIT INC CL A P 2018-08-06 2018-08-07
1 SHS CALL FITBIT INC CL A P 2018-11-19 2018-11-20
2 SHS CALL GOLDMAN SACHS GROUP P 2018-03-22 2018-03-23
2 SHS CALL GOLDMAN SACHS GROUP P 2018-05-16 2018-05-17
1 SHS CALL GOLDMAN SACHS GROUP P 2018-11-23 2018-11-26
4 SHS CALL HASBRO INC P 2018-01-10 2018-01-11
2 SHS CALL HASBRO INC P 2018-03-12 2018-03-13
2 SHS CALL INTEL CORP P 2018-02-09 2018-02-12
3 SHS CALL INTEL CORP P 2018-04-27 2018-04-30
1 SHS CALL INTEL CORP P 2018-05-03 2018-05-04
1 SHS CALL INTEL CORP P 2018-06-07 2018-06-08
3 SHS CALL INTEL CORP P 2018-06-21 2018-06-22
3 SHS CALL INTEL CORP P 2018-06-21 2018-06-22
1 SHS CALL INTEL CORP P 2018-06-21 2018-06-22
1 SHS CALL INTEL CORP P 2018-07-30 2018-07-31
3 SHS CALL INTEL CORP P 2018-08-15 2018-08-16
3 SHS CALL INTEL CORP P 2018-09-21 2018-09-24
1 SHS CALL INTEL CORP P 2018-10-30 2018-10-31
5 SHS CALL ISHARES EUROPE ETF P 2018-02-20 2018-02-21
1 SHS CALL ISHARES MSCI EAFE E P 2018-03-01 2018-03-02
1 SHS CALL ISHARES MSCI EAFE E P 2018-03-21 2018-03-22
2 SHS CALL ISHARES MSCI EAFE E P 2018-05-24 2018-05-25
1 SHS CALL ISHARES MSCI FRONTI P 2018-09-24 2018-09-25
2 SHS CALL ISHARES RUSSELL 200 P 2018-02-08 2018-02-09
1 SHS CALL ISHARES RUSSELL 200 P 2018-02-09 2018-02-12
1 SHS CALL ISHARES RUSSELL 200 P 2018-03-27 2018-03-28
2 SHS CALL ISHARES RUSSELL 200 P 2018-10-04 2018-10-05
1 SHS CALL ISHARES RUSSELL 200 P 2018-12-17 2018-12-18
1 SHS CALL ISHARES RUSSELL 200 P 2018-12-19 2018-12-20
1 SHS CALL ISHARES U.S. FINANC P 2018-10-15 2018-10-16
1 SHS CALL ISHARES U.S. FINANC P 2018-11-19 2018-11-20
4 SHS CALL PULTE GROUP INC P 2018-02-09 2018-02-12
5 SHS CALL PULTE GROUP INC P 2018-02-28 2018-03-01
5 SHS CALL PULTE GROUP INC P 2018-07-17 2018-07-18
4 SHS CALL PULTE GROUP INC P 2018-08-15 2018-08-16
2 SHS CALL PULTE GROUP INC P 2018-08-15 2018-08-16
3 SHS CALL PULTE GROUP INC P 2018-09-18 2018-09-19
6 SHS CALL PULTE GROUP INC P 2018-10-03 2018-10-04
1 SHS CALL SOUTHWEST AIRLINES P 2018-09-11 2018-09-12
1 SHS CALL SOUTHWEST AIRLINES P 2018-10-30 2018-10-31
2 SHS CALL SPDR S&P 500 ETF TR P 2018-02-08 2018-02-09
2 SHS CALL SPDR S&P 500 ETF TR P 2018-04-03 2018-04-04
2 SHS CALL SPDR S&P 500 ETF TR P 2018-09-05 2018-09-06
2 SHS CALL SPDR S&P 500 ETF TR P 2018-10-23 2018-10-24
1 SHS CALL SPDR S&P 500 ETF TR P 2018-12-21 2018-12-24
1 SHS CALL SPDR S&P BIOTECH ET P 2018-10-04 2018-10-05
1 SHS CALL STARBUCKS CORP P 2018-05-03 2018-05-04
1 SHS CALL STRYKER CORP P 2018-04-03 2018-04-04
1 SHS CALL STRYKER CORP P 2018-06-12 2018-06-13
1 SHS CALL STRYKER CORP P 2018-07-31 2018-08-01
1 SHS CALL WALT DISNEY CO (HOL P 2018-02-08 2018-02-09
1 SHS CALL WALT DISNEY CO (HOL P 2018-04-02 2018-04-03
2 SHS CALL WALT DISNEY CO (HOL P 2018-04-03 2018-04-04
1 SHS CALL WALT DISNEY CO (HOL P 2018-05-29 2018-05-30
1 SHS CALL WALT DISNEY CO (HOL P 2018-09-24 2018-09-25
1 SHS CALL WALT DISNEY CO (HOL P 2018-11-19 2018-11-20
1 SHS CALL WALT DISNEY CO (HOL P 2018-11-27 2018-11-28
2 SHS CALL WYNN RESORTS LTD P 2018-02-28 2018-03-01
2 SHS CALL WYNN RESORTS LTD P 2018-06-07 2018-06-08
1 SHS CALL WYNN RESORTS LTD P 2018-08-10 2018-08-13
1 SHS CALL WYNN RESORTS LTD P 2018-08-10 2018-08-13
1 SHS CALL WYNN RESORTS LTD P 2018-12-07 2018-12-10
2 SHS CALL YUM CHINA HLDGS INC P 2018-01-02 2018-01-03
1 SHS CALL YUM CHINA HLDGS INC P 2018-01-10 2018-01-11
2 SHS CALL YUM CHINA HLDGS INC P 2018-02-14 2018-02-15
3 SHS CALL YUM CHINA HLDGS INC P 2018-05-09 2018-05-10
3 SHS CALL YUM CHINA HLDGS INC P 2018-07-12 2018-07-13
3 SHS CALL YUM CHINA HLDGS INC P 2018-07-20 2018-07-23
3 SHS CALL YUM CHINA HLDGS INC P 2018-10-25 2018-10-26
3 SHS CALL YUM CHINA HLDGS INC P 2018-10-29 2018-10-30
1 SHS CALL ZOETIS INC P 2018-07-17 2018-07-18
4 SHS CALL ZOETIS INC P 2018-10-22 2018-10-23
168 SHS ACTIVISION BLIZZARD INC P 2018-04-09 2018-12-10
166 SHS ALIBABA GROUP HLDG LTD P 2018-08-23 2018-12-18
34 SHS ALIBABA GROUP HLDG LTD P 2018-10-12 2018-12-18
178 SHS ALIBABA GROUP HLDG LTD P 2018-12-07 2018-12-18
122 SHS ALLERGAN PLC P 2018-06-06 2018-08-07
500 SHS CEMEX S.A.B. DE C.V. P 2017-11-09 2018-05-09
147 SHS COLUMBIA EMERGING P 2017-11-09 2018-07-24
124 SHS COLUMBIA EMERGING P 2018-04-26 2018-07-24
13 SHS CYBER-ARK SOFTWARE LTD P 2017-12-27 2018-03-01
16 SHS CYBER-ARK SOFTWARE LTD P 2017-12-27 2018-03-01
90 SHS CYBER-ARK SOFTWARE LTD P 2017-12-27 2018-03-01
1471.519 SHS DELAWARE EMERGING P 2018-07-24 2018-12-11
93 SHS ELECTRONIC ARTS P 2017-12-22 2018-04-09
54 SHS ENERGY SELECT SECTOR P 2017-08-25 2018-01-19
46 SHS ENERGY SELECT SECTOR P 2017-09-01 2018-01-19
42 SHS ENERGY SELECT SECTOR P 2017-09-01 2018-05-10
1.557 SHS FIRST EAGLE OVERSEAS P 2018-12-12 2018-12-27
14.685 SHS FIRST EAGLE OVERSEAS P 2018-12-12 2018-12-27
14.812 SHS FIRST EAGLE OVERSEAS P 2018-12-12 2018-12-27
346 SHS HASBRO INC P 2017-08-08 2018-05-10
58 SHS HASBRO INC P 2017-10-23 2018-05-10
38 SHS ISHARES MSCI EAFE ETF P 2018-07-18 2018-12-10
89 SHS ISHARES RUSSELL 2000 ETF P 2017-12-15 2018-09-21
185 SHS ISHARES RUSSELL 2000 ETF P 2018-09-13 2018-12-19
4.216 SHS IVY EMERGING MARKETS P 2017-12-14 2018-07-24
100 SHS JPMORGAN CHASE & CO P 2017-01-18 2018-01-03
28.849 SHS PIMCO INCOME FUND P 2017-12-29 2018-12-17
29.175 SHS PIMCO INCOME FUND P 2018-01-31 2018-12-17
29.578 SHS PIMCO INCOME FUND P 2018-02-28 2018-12-17
29.699 SHS PIMCO INCOME FUND P 2018-03-29 2018-12-17
30.106 SHS PIMCO INCOME FUND P 2018-04-30 2018-12-17
30.404 SHS PIMCO INCOME FUND P 2018-05-31 2018-12-17
30.664 SHS PIMCO INCOME FUND P 2018-06-29 2018-12-17
30.775 SHS PIMCO INCOME FUND P 2018-07-31 2018-12-17
34.238 SHS PIMCO INCOME FUND P 2018-08-31 2018-12-17
28.223 SHS PIMCO INCOME FUND P 2018-09-28 2018-12-17
31.681 SHS PIMCO INCOME FUND P 2018-10-31 2018-12-17
31.967 SHS PIMCO INCOME FUND P 2018-11-30 2018-12-17
333 SHS SNAP INC CL A P 2017-04-06 2018-02-14
238 SHS SPDR S&P BIOTECH ETF P 2018-08-07 2018-12-04
492 SHS ALERIAN MLP ETF P 2017-11-01 2018-12-06
39 SHS AMERICAN TOWER CORP REIT P 2017-06-08 2018-09-17
155 SHS BRISTOL MYERS SQUIBB CO P 2016-08-16 2018-05-03
238 SHS BRISTOL MYERS SQUIBB CO P 2016-09-20 2018-05-03
69 SHS BRISTOL MYERS SQUIBB CO P 2016-10-10 2018-05-03
26 SHS DELTA AIR LINES INC DELA P 2016-06-24 2018-04-27
174 SHS DELTA AIR LINES INC DELA P 2016-06-28 2018-04-27
100 SHS ENERGY SELECT SECTOR P 2017-09-01 2018-09-14
12 SHS EOG RESOURCES INC P 2016-02-17 2018-08-23
245 SHS EOG RESOURCES INC P 2016-05-16 2018-08-23
40 SHS FACEBOOK INC CL A P 2013-11-07 2018-06-01
45 SHS FACEBOOK INC CL A P 2014-01-09 2018-06-01
76.602 SHS FEDERATED KAUFMANN SMALL P 2012-07-19 2018-05-17
34.707 SHS FEDERATED KAUFMANN SMALL P 2012-07-19 2018-06-05
65.944 SHS FEDERATED KAUFMANN SMALL P 2012-07-19 2018-07-18
54.391 SHS FIRST EAGLE OVERSEAS P 2012-07-19 2018-12-27
3.524 SHS FIRST EAGLE OVERSEAS P 2012-12-13 2018-12-27
3.999 SHS FIRST EAGLE OVERSEAS P 2012-12-13 2018-12-27
10.47 SHS FIRST EAGLE OVERSEAS P 2012-12-13 2018-12-27
23.11 SHS FIRST EAGLE OVERSEAS P 2012-12-13 2018-12-27
250.663 SHS FIRST EAGLE OVERSEAS P 2013-01-22 2018-12-27
396.292 SHS FIRST EAGLE OVERSEAS P 2013-08-23 2018-12-27
9.999 SHS FIRST EAGLE OVERSEAS P 2013-12-17 2018-12-27
24.808 SHS FIRST EAGLE OVERSEAS P 2013-12-17 2018-12-27
35.569 SHS FIRST EAGLE OVERSEAS P 2013-12-17 2018-12-27
4.47 SHS FIRST EAGLE OVERSEAS P 2014-12-16 2018-12-27
9.35 SHS FIRST EAGLE OVERSEAS P 2014-12-16 2018-12-27
27.715 SHS FIRST EAGLE OVERSEAS P 2014-12-16 2018-12-27
2.473 SHS FIRST EAGLE OVERSEAS P 2015-12-17 2018-12-27
4.096 SHS FIRST EAGLE OVERSEAS P 2015-12-17 2018-12-27
7.071 SHS FIRST EAGLE OVERSEAS P 2015-12-17 2018-12-27
0.381 SHS FIRST EAGLE OVERSEAS P 2016-12-14 2018-12-27
12.318 SHS FIRST EAGLE OVERSEAS P 2016-12-14 2018-12-27
20.403 SHS FIRST EAGLE OVERSEAS P 2016-12-14 2018-12-27
1.513 SHS FIRST EAGLE OVERSEAS P 2017-12-13 2018-12-27
14.268 SHS FIRST EAGLE OVERSEAS P 2017-12-13 2018-12-27
16.826 SHS FIRST EAGLE OVERSEAS P 2017-12-13 2018-12-27
131 SHS GOLDMAN SACHS GROUP INC P 2017-05-17 2018-11-29
112 SHS GOLDMAN SACHS GROUP INC P 2017-11-16 2018-11-29
17 SHS ISHARES EDGE MSCI MIN P 2013-07-11 2018-03-16
35 SHS ISHARES EDGE MSCI MIN P 2015-11-24 2018-03-16
48 SHS ISHARES EDGE MSCI MIN P 2016-05-11 2018-03-16
53 SHS ISHARES EDGE MSCI MIN P 2016-05-11 2018-04-26
54 SHS ISHARES EDGE MSCI MIN P 2016-05-11 2018-07-31
110 SHS ISHARES MSCI EAFE ETF P 2012-07-19 2018-12-10
150 SHS ISHARES MSCI EAFE ETF P 2013-01-22 2018-12-10
150 SHS ISHARES MSCI EAFE ETF P 2013-05-28 2018-12-10
390 SHS ISHARES MSCI EAFE ETF P 2016-05-16 2018-12-10
11 SHS ISHARES RUSSELL 2000 ETF P 2016-06-02 2018-09-21
264 SHS ISHARES RUSSELL 2000 ETF P 2017-12-15 2018-12-19
1402.581 SHS IVY EMERGING MARKETS P 2017-05-17 2018-07-24
96 SHS JPMORGAN CHASE & CO P 2017-01-18 2018-01-24
70 SHS MATCH GROUP INC P 2016-02-03 2018-01-31
6501.144 SHS PIMCO INCOME FUND P 2017-09-21 2018-12-17
9.188 SHS PIMCO INCOME FUND P 2017-09-29 2018-12-17
28.503 SHS PIMCO INCOME FUND P 2017-10-31 2018-12-17
28.673 SHS PIMCO INCOME FUND P 2017-11-30 2018-12-17
14 SHS SPDR S&P 500 ETF TR P 2013-05-28 2018-08-22
18 SHS SPDR S&P 500 ETF TR P 2013-08-23 2018-08-22
2 SHS SPDR S&P 500 ETF TR P 2013-12-31 2018-08-22
16 SHS SPDR S&P 500 ETF TR P 2014-01-09 2018-08-22
143 SHS STARBUCKS CORP P 2016-08-09 2018-01-10
143 SHS STARBUCKS CORP P 2016-08-09 2018-05-03
257 SHS WYNN RESORTS LTD P 2017-07-13 2018-12-07
148 SHS ZOETIS INC P 2016-09-01 2018-01-17
52 SHS ZOETIS INC P 2016-09-01 2018-01-17
10000 SHS CREDIT SUISSE AG P 2017-04-21 2018-01-24
12500 SHS CREDIT SUISSE AG P 2017-10-13 2018-04-17
10000 SHS UBS AG P 2017-07-27 2018-01-31
10000 SHS UBS AG P 2018-03-09 2018-09-12
20000 SHS BARCLAYS BANK PLC P 2017-03-10 2018-03-14
10000 SHS BARCLAYS BANK PLC P 2017-03-17 2018-06-20
15000 SHS BARCLAYS BANK PLC P 2017-07-27 2018-08-01
15000 SHS CREDIT SUISSE AG P 2016-09-27 2018-01-08
10000 SHS GS FINANCE CORP P 2017-01-13 2018-01-18
10000 SHS GS FINANCE CORP P 2017-02-24 2018-02-28
20000 SHS HSBC USA INC P 2017-03-10 2018-03-14
10000 SHS MORGAN STANLEY FINANCE P 2017-02-10 2018-02-14
20000 SHS MORGAN STANLEY FINANCE P 2017-08-29 2018-08-31
5000 SHS UBS AG P 2017-03-17 2018-06-20
100000 SHS CAPITAL ONE FINANCIAL CO P 2016-07-18 2018-11-15
110000 SHS CENTURY TELE ENTERPRISES P 2015-02-25 2018-05-30
ESCROW LEHMAN BROS HLDGS P 2006-12-21 2018-04-05
ESCROW LEHMAN BROS HLDGS P 2006-12-21 2018-10-04
110000 SHS FRONTIER COMMUNICATIONS P 2015-06-25 2018-09-27
100000 SHS FRONTIER COMMUNICATIONS P 2015-02-09 2018-09-27
3000 SHS MAIDEN HLDGS NORTH AMER P 2015-02-09 2018-11-15
75000 SHS R.R.DONNELLEY & SONS CO. P 2015-05-18 2018-11-15
2884 SHS SYNOVUS FINL CORP SER C P 2013-07-23 2018-08-01
50000 SHS T-MOBILE INC NTS B/E P 2015-02-09 2018-04-28
50000 SHS T-MOBILE INC NTS B/E P 2015-02-05 2018-04-28
47000 SHS UNITED STATES STEEL CORP P 2010-07-15 2018-12-03
31.21 SHS GNMA PL 001717M RATE 7.5% MATURES 5/20/24 P    
69.26 SHS GNMA PL 002604M RATE 7.% MATURES 6/20/28 P    
32.03 SHS GNMA PL 002605M RATE 7.5% MATURES 6/20/28 P    
67.42 SHS GNMA PL 002266M RATE 7% MATURES 8/20/26 P    
65.03 SHS GNMA PL 002444M RATE 7.5% MATURES 6/20/27 P    
24.70 SHS GNMA PL 002456M RATE 7% MATURES 7/20/27 P    
144.83 SHS GNMA PL 002714M RATE 6.5% MATURES 2/20/29 P    
46.93 SHS GNMA PL 002743M RATE 7.5% MATURES 4/20/29 P    
80.15 SHS GNMA PL 002783M RATE 7% MATURES 7/20/29 P    
78.15 SHS GNMA PL 002798M RATE 7.5% MATURES 8/20/29 P    
59.45 SHS GNMA PL 002854M RATE 8% MATURES 12/20/29 P    
83.14 SHS GNMA PL 003052M RATE 6% MATURES 3/20/31 P    
317.67 SHS GNMA PL 003040M RATE 7% MATURES 2/20/31 P    
1104.49 SHS GNMA PL 003080M RATE 6.5% MATURES 5/20/31 P    
184.48 SHS GNMA PL 003107M RATE 6.5% MATURES 7/20/31 P    
418.67 SHS GNMA PL 003120M RATE 6.5% MATURES 8/20/31 P    
60.79 SHS GNMA PL 003173M RATE 6.5% MATURES 12/20/31 P    
296.65 SHS GNMA PL 003200M RATE 6% MATURES 2/20/32 P    
229.76 SHS GNMA PL 003238M RATE 6% MATURES 5/20/32 P    
586.89 SHS GNMA PL 003249M RATE 6% MATURES 6/20/32 P    
162.36 SHS GNMA PL 003260M RATE 6% MATURES 7/20/32 P    
171.70 SHS GNMA PL 390282X RATE 8% MATURES 8/15/24 P    
129.85 SHS GNMA PL 417239X RATE 7% MATURES 2/15/26 P    
41.17 SHS GNMA PL 516121X RATE 7.5% MATURES 12/15/29 P    
27.55 SHS GNMA PL 527070X RATE 7.75% MATURES 2/15/30 P    
780.04 SHS GNMA PL 565708X RATE 6% MATURES 9/15/31 P    
4.09 SHS GNMA PL337419X RATE 7% MATURES 6/15/23 P    
18.32 SHS GNMA PL 780631X RATE 7% MATURES 9/15/27 P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 120   40 80
b 275   20 255
c 400   150 250
d 100   10 90
e 260   100 160
130   35 95
95   20 75
150   15 135
212   20 192
180   45 135
135   27 108
450   90 360
438   32 406
57   5 52
326   48 278
700   36 664
190   35 155
100   12 88
241   54 187
336   160 176
240   58 182
113   20 93
350   100 250
1,881   1,050 831
375   90 285
330   1,530 -1,200
210   1,020 -810
1,046   400 646
1,569   498 1,071
210   65 145
437   145 292
259   1,610 -1,351
317   180 137
1,381   430 951
1,381   360 1,021
36   2 34
30     30
631   150 481
775   150 625
291   10 281
360   60 300
250   10 240
292   130 162
221   1,320 -1,099
75   230 -155
55   144 -89
912   519 393
480   240 240
186   80 106
172   13 159
390   72 318
408   216 192
97   150 -53
120     120
63   25 38
70   12 58
112   20 92
30     30
140   30 110
107   55 52
102   30 72
310   40 270
173   10 163
215   94 121
100   25 75
75     75
1,096   208 888
410   45 365
415   115 300
432   20 412
130   10 120
192   15 177
480   30 450
48   121 -73
127   5 122
4,070   4,550 -480
4,106   2,557 1,549
1,470   3,706 -2,236
1,542   300 1,242
362   150 212
100   15 85
81   21 60
190   50 140
116   5 111
277   40 237
105   30 75
158   40 118
238   70 168
160   33 127
50     50
124   25 99
142   25 117
910   429 481
440   110 330
270   50 220
210   50 160
110   20 90
320   54 266
80   5 75
194   20 174
330   60 270
300   60 240
267   25 242
318   45 273
180   21 159
113   1 112
400     400
7,916   11,129 -3,213
23,573   29,781 -6,208
4,828   4,938 -110
25,277   27,389 -2,112
22,753   18,916 3,837
2,980   4,109 -1,129
3,661   4,046 -385
3,088   3,231 -143
643   541 102
792   666 126
4,455   3,732 723
24,972   27,974 -3,002
11,183   9,909 1,274
3,932   3,407 525
3,350   2,905 445
3,211   2,653 558
34   35 -1
320   326 -6
322   329 -7
30,219   35,069 -4,850
5,065   5,203 -138
2,291   2,581 -290
15,247   13,539 1,708
25,419   31,575 -6,156
84   89 -5
10,159   8,395 1,764
340   358 -18
344   359 -15
348   361 -13
350   363 -13
355   364 -9
358   366 -8
361   368 -7
363   369 -6
403   408 -5
332   336 -4
373   374 -1
377   376 1
6,211   6,736 -525
20,032   22,750 -2,718
4,556   5,247 -691
5,768   5,079 689
7,940   9,297 -1,357
12,192   13,222 -1,030
3,535   3,449 86
1,387   959 428
9,283   5,953 3,330
7,404   6,316 1,088
1,393   844 549
28,445   19,796 8,649
7,720   1,932 5,788
8,685   2,605 6,080
2,840   1,882 958
1,331   853 478
2,610   1,620 990
1,184   1,172 12
77   78 -1
87   88 -1
228   230 -2
503   508 -5
5,457   5,668 -211
8,627   9,404 -777
218   229 -11
540   568 -28
774   815 -41
97   98 -1
204   204 0
603   605 -2
54   55 -1
89   91 -2
154   156 -2
8   9 -1
268   280 -12
444   464 -20
33   38 -5
311   357 -46
366   421 -55
25,521   28,248 -2,727
21,819   26,900 -5,081
1,045   983 62
2,152   1,799 353
2,952   2,414 538
3,244   2,666 578
3,215   2,716 499
6,633   5,524 1,109
9,045   8,705 340
9,045   9,241 -196
23,517   22,447 1,070
1,884   1,274 610
36,273   40,160 -3,887
27,953   25,709 2,244
11,064   8,059 3,005
2,450   707 1,743
76,583   80,809 -4,226
108   114 -6
336   355 -19
338   356 -18
4,013   2,332 1,681
5,160   2,996 2,164
573   369 204
4,587   2,936 1,651
8,551   7,955 596
8,021   7,955 66
27,360   34,754 -7,394
10,169   7,557 2,612
3,573   2,656 917
100,000   100,000 0
125,000   125,000 0
100,000   100,000 0
100,000   100,000 0
200,000   200,000 0
100,000   100,000 0
150,000   150,000 0
209,470   150,000 59,470
100,000   100,000 0
100,000   100,000 0
200,000   200,000 0
100,000   100,000 0
200,000   200,000 0
50,000   50,000 0
100,291   104,200 -3,909
100,154   114,688 -14,534
746   746 0
790   790 0
110,269   118,624 -8,355
63,924   109,862 -45,938
66,275   82,937 -16,662
75,947   89,164 -13,217
72,100   74,991 -2,891
51,709   54,099 -2,390
51,709   53,514 -1,805
49,494   47,763 1,731
31   31 0
69   69 0
32   32 0
67   67 0
65   65 0
25   25 0
145   145 0
47   47 0
80   80 0
78   78 0
59   59 0
83   83 0
318   318 0
1,104   1,104 0
184   184 0
419   419 0
61   61 0
297   297 0
230   230 0
587   587 0
162   162 0
172   172 0
130   130 0
41   41 0
28   28 0
780   780 0
4   4 0
18   18 0
13,924     13,924
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       80
b       255
c       250
d       90
e       160
      95
      75
      135
      192
      135
      108
      360
      406
      52
      278
      664
      155
      88
      187
      176
      182
      93
      250
      831
      285
      -1,200
      -810
      646
      1,071
      145
      292
      -1,351
      137
      951
      1,021
      34
      30
      481
      625
      281
      300
      240
      162
      -1,099
      -155
      -89
      393
      240
      106
      159
      318
      192
      -53
      120
      38
      58
      92
      30
      110
      52
      72
      270
      163
      121
      75
      75
      888
      365
      300
      412
      120
      177
      450
      -73
      122
      -480
      1,549
      -2,236
      1,242
      212
      85
      60
      140
      111
      237
      75
      118
      168
      127
      50
      99
      117
      481
      330
      220
      160
      90
      266
      75
      174
      270
      240
      242
      273
      159
      112
      400
      -3,213
      -6,208
      -110
      -2,112
      3,837
      -1,129
      -385
      -143
      102
      126
      723
      -3,002
      1,274
      525
      445
      558
      -1
      -6
      -7
      -4,850
      -138
      -290
      1,708
      -6,156
      -5
      1,764
      -18
      -15
      -13
      -13
      -9
      -8
      -7
      -6
      -5
      -4
      -1
      1
      -525
      -2,718
      -691
      689
      -1,357
      -1,030
      86
      428
      3,330
      1,088
      549
      8,649
      5,788
      6,080
      958
      478
      990
      12
      -1
      -1
      -2
      -5
      -211
      -777
      -11
      -28
      -41
      -1
      0
      -2
      -1
      -2
      -2
      -1
      -12
      -20
      -5
      -46
      -55
      -2,727
      -5,081
      62
      353
      538
      578
      499
      1,109
      340
      -196
      1,070
      610
      -3,887
      2,244
      3,005
      1,743
      -4,226
      -6
      -19
      -18
      1,681
      2,164
      204
      1,651
      596
      66
      -7,394
      2,612
      917
      0
      0
      0
      0
      0
      0
      0
      59,470
      0
      0
      0
      0
      0
      0
      -3,909
      -14,534
      0
      0
      -8,355
      -45,938
      -16,662
      -13,217
      -2,891
      -2,390
      -1,805
      1,731
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      13,924
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -13,447
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 449,624 9,490,007 0.047379
2016 575,152 9,315,533 0.061741
2015 483,802 9,468,312 0.051097
2014 463,926 9,720,824 0.047725
2013 398,839 9,436,174 0.042267
2
Total of line 1, column (d) .....................
2
0.250209
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050042
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,237,896
5
Multiply line 4 by line 3......................
5
462,283
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,302
7
Add lines 5 and 6........................
7
467,585
8
Enter qualifying distributions from Part XII, line 4,.............
8
487,947
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,302
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,302
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,302
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,698
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,698 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID SAENZ Telephone no.bullet (310) 273-4550

    Located atbullet6380 WILSHIRE BLVD SUITE 1225LOS ANGELESCA ZIP+4bullet90048
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARILYN D TITLE PRESIDENT
    10.00     		50,000 0 0
    5808 WIDGEON POINT LANE
    OXFORD,MD21654
    CAROLYN MCKENZIE SECRETARY
    0.00     		0 0 0
    5808 WIDGEON POINT LANE
    OXFORD,MD21654
    SCOTT MCKENZIE CHIEF FINANCIAL OFFICER
    0.00     		0 0 0
    5645 WIDGEON POINT LANE
    OXFORD,MD21654
    GILBERT VILLANUEVA BOARD MEMBER
    0.00     		0 0 0
    5645 WIDGEON POINT LANE
    OXFORD,MD21654
    GREGORY STRONG BOARD MEMBER
    0.00     		0 0 0
    PO BOX 2408
    EASTON,MD21601
    CARLA VIGGIANO BOARD MEMBER
    0.00     		0 0 0
    PO BOX 2408
    EASTON,MD21601
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MARILYN TITLE PRESIDENT/SECRETARY
    10.00     		50,000 0 0
    5808 WIDGEON POINT LANE
    OXFORD,MD21654
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,179,470
    b
    Average of monthly cash balances.......................
    1b
    199,105
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,378,575
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,378,575
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    140,679
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,237,896
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    461,895
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    461,895
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,302
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,302
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    456,593
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    456,593
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    456,593
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    487,947
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    487,947
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    5,302
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    482,645
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 456,593
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 155,025
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 487,947
    a Applied to 2017, but not more than line 2a 155,025
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 332,922
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		123,671
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AKC CANINE HEALTH FOUNDATION
    PO BOX 900061
    RALEIGH,NC27675     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    ALS ASSOCIATION
    7507 STANDISH PL
    ROCKVILLE,MD20855     		  PUBLIC CHARITY GENERAL SUPPORT 25,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		  PUBLIC CHARITY GENERAL SUPPORT 50
    ALZHEIMERS DISEASE RESEARCH FOUNDATION
    3152 LITTLE ROAD STE 146
    TRINITY,FL34655     		  PUBLIC CHARITY GENERAL SUPPORT 50
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA,OK73123     		  PUBLIC CHARITY GENERAL SUPPORT 100
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DR STE 900
    ARLINGTON,VA22202     		  PUBLIC CHARITY GENERAL SUPPORT 65
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		  PUBLIC CHARITY GENERAL SUPPORT 100
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE 300
    ROCKVILLE,MD20852     		  PUBLIC CHARITY GENERAL SUPPORT 50
    BTCA HEALTH & SCHOLARSHIP FOUNDATION
    5373 US HIGHWAY 68 STE D277
    GOLDEN VALLEY,AZ86413     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    AMERICAN PARKINSON DISEASE ASSOCIATION
    135 PARKINSON AVE
    STATEN ISLAND,NY10305     		  PUBLIC CHARITY GENERAL SUPPORT 50
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA50037     		  PUBLIC CHARITY GENERAL SUPPORT 100
    OYSTER RECOVERY PARTNERSHIP
    1805 VIRGINIA ST
    ANNAPOLIS,VA21401     		  PUBLIC CHARITY GENERAL SUPPORT7 50
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		  PUBLIC CHARITY GENERAL SUPPORT 35
    CHESAPEAKE BAY MARITIME MUSEUM
    213 N TALBOT ST
    ST MICHAELS,MD21663     		  PUBLIC CHARITY GENERAL SUPPORT 8,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010     		  PUBLIC CHARITY GENERAL SUPPORT 150,000
    HEIFER INTERNATIONAL
    1 WORLD INTERNATIONAL
    LITTLE ROCK,AR72202     		  PUBLIC CHARITY GENERAL SUPPORT 50
    DELMARVA NESTING FOUNDATION
    6480 LOCUST GROVE DR
    EASTON,MD21601     		  PUBLIC CHARITY GENERAL SUPPORT 550
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5030
    HAGERSTOWN,MD21741     		  PUBLIC CHARITY GENERAL SUPPORT 500
    FRIENDS OF THE SMITHSONIANS
    PO BOX 37012 MRC 712
    WASHINGTON,DC20013     		  PUBLIC CHARITY GENERAL SUPPORT 60
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR 200
    RYE BROOK,NY10573     		  PUBLIC CHARITY GENERAL SUPPORT 50
    HERO DOGS
    1275 YORK AVE
    NEW YORK,NY10065     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    ISCA FOUNDATION
    PO BOX 3724
    SILVER SPRING,MD20918     		  PUBLIC CHARITY 500GENERAL SUPPORT 10,000
    AVALON FOUNDATION
    40 E DOVER ST
    EASTON,MD21601     		  PUBLIC CHARITY GENERAL SUPPORT 500
    JOHNS HOPKINS MEDICINE
    733 N BROADWAY
    BALTIMORE,MD21205     		  PUBLIC CHARITY GENERAL SUPPORT 75
    MAKE A WISH MID-ATLANTIC
    5272 RIVER RD STE 700
    BETHESDA,MD20816     		  PUBLIC CHARITY GENERAL SUPPORT 50
    MARCH OF DIMES
    700 N BRAND BLVD 9
    GLENDALE,CA91203     		  PUBLIC CHARITY GENERAL SUPPORT 50
    MARYLAND PUBLIC TELEVISION
    11767 OWINGS MILLS BLVD
    OWINGS MILLS,MD21117     		  PUBLIC CHARITY GENERAL SUPPORT 75
    MONMOUTH COUNTY SPCA
    260 WALL ST
    EASTONTOWN,NY07724     		  PUBLIC CHARITY GENERAL SUPPORT 50
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		  PUBLIC CHARITY GENERAL SUPPORT 250
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND
    450 F ST NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY GENERAL SUPPORT 25
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVE NW STE 200
    WASHINGTON,DC20005     		  PUBLIC CHARITY GENERAL SUPPORT 50
    OXFORD FIRE CO
    300 OXFORD RD
    OXFORD,MD21654     		  PUBLIC CHARITY GENERAL SUPPORT 100
    SEMESTER AT SEA
    2243 CENTER AVE STE 300
    FORT COLLINS,CO80526     		  PUBLIC CHARITY GENERAL SUPPORT 200
    SPECIAL OLYMPICS
    COMMERCE DR 103
    ARBUSTUS,MD21227     		  PUBLIC CHARITY GENERAL SUPPORT 100
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		  PUBLIC CHARITY GENERAL SUPPORT 300
    SUSAN KOMEN FOUNDATION
    9841 AIRPORT BLVD STE 800
    LOS ANGELES,CA90045     		  PUBLIC CHARITY GENERAL SUPPORT 300
    TAKE THE LEAD
    PO BOX 6353
    WATERTOWN,NY13601     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    TALBOT HUMANE
    7894 OCEAN GATEWAY PO BOX 1143
    EASTON,MD21601     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    TEMPLE BNAI ISRAEL
    101 W EARLE AVE
    EASTON,MD21601     		  PUBLIC CHARITY GENERAL SUPPORT 206,350
    NATIONAL AMERICA BORDER TERRIER WELFARE
    822 GEORGE ST
    LYNCHBURG,VA24502     		  PUBLIC CHARITY GENERAL SUPPORT 200
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065     		  PUBLIC CHARITY GENERAL SUPPORT 100
    UNIVERSITY OF WISCONSIN FOUNDATION
    UW FOUNDATION US BANK LOCKBOX 78236
    MILWAUKEE,WI53278     		  PUBLIC CHARITY GENERAL SUPPORT 110
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLSW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL SUPPORT 200
    WOMEN'S GUILD - CEDARS SINAI
    8700 BEVERLY BLVD 2416
    LOS ANGELES,CA90048     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    WOUNDED WARRIOR PROJECT
    827 PLUMOSA AVE
    VISTA,CA92081     		  PUBLIC CHARITY GENERAL SUPPORT 500
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		  PUBLIC CHARITY GENERAL SUPPORT 15
    THE SEEING EYE
    10 WASHINGTON VALLEY RD
    MORRISTOWN,NJ07960     		  PUBLIC CHARITY GENERAL SUPPORT 25
    VIETNAM VETERANS MEMORIAL FUND
    1235 S CLARK ST 910
    ARLINGTON,VA22202     		  PUBLIC CHARITY GENERAL SUPPORT 25
    Total .................................bullet 3a 440,510
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 284,720  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 287,827  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -13,447  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 559,100 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    559,100
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 16,350 12,263   4,087

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME-CORPORATE BONDS/NOTES (SEE SCH C) 1,226,905 1,076,295
    FIXED INCOME-STRUCTURED PRODUCTS (SEE SCH C) 102,778 86,520

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES-COMMON STOCKS (SEE SCH C) 443,624 471,508
    EQUITIES-STRUCTURED PRODUCTS (SEE SCH C) 4,612,673 3,944,419
    EQUITIES-CLOSED END FUND/EXCH TRD PRODUCTS (SEE SCH C) 310,390 305,789
    FIXED INCOME-CLOSED END FD/EXCH TRD PRODUCTS (SEE SCH C) 50,005 43,620
    FIXED INCOME-PREFERRED SECURITIES (SEE SCH C) 1,086,169 986,123
    NON TRADITIONAL-STRUCTURED PRODUCTS (SEE SCH C) 269,356 288,840
    OTHER-STRUCTURED PRODUCTS (SEE SCH C) 613,227 347,225

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    US Government Securities - End of Year Book Value:

    43,035
    US Government Securities - End of Year Fair Market Value:

    47,316
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQUITIES-MUTUAL FUND(SEE SCH C) AT COST 207,891 199,762
    FIXED INCOME-MUTUAL FUND (SEE SCH C) AT COST 205,895 207,629
    NON TRADITIONAL-MUTUAL FUND (SEE SCH C) AT COST 152,147 146,458

    TY 2018 OtherAssetsSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM BROKER 1,582 2,396 2,396
    INTEREST PAID 1,250 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME UBS#67054 287,827 287,827 287,827


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT ADVISORY FEE 19,086 14,315   4,771


    TY 2018 TaxesSchedule
    Name:
    THE TITLE FAMILY FOUNDATION
    EIN:
    95-3155651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 12,242 0   0
    CA REGISTRATION 135 101   34
    FOREIGN TAX 332 249   83
    PAYROLL TAXES 3,850 2,888   962